Does your company need a separate CRM and marketing automation solution?
Posted: Wed Feb 19, 2025 9:01 am
The short answer is no. It depends a lot on your company's unique requirements. A primarily trading company should definitely have some kind of system for managing data and communicating with customers. We recommend starting with a CRM tool that your team already uses before you start implementing other systems. In most cases, your CRM can serve as a good foundation on which to build any additional automation or other applications.
If your company is already well-adapted to a CRM tool, here are several ways to bolivia phone number data benefit from marketing automation integration:
Leads are slipping through the cracks – if you find that you don't have a structured way for marketing to communicate information about sales leads, you may want to consider deploying marketing automation to your CRM so that sales conversations can be better followed up.
Reporting is slow – Administration and preparation of all kinds of reports is becoming a big time hog for marketers. If these are repetitive tasks like regular reports, automation can take care of creating these documents directly from the data in the CRM. More advanced CRM systems can handle reporting in many different forms and also offer the creation of custom reports from BI experts .
CRM along with marketing automation
Marketing and sales often exist under the same roof, but also as separate organizations. CRM tools are commonly used by a wide range of sales professionals because these tools often offer features that streamline processes and create better synergy between these teams.
When marketing and sales information are stored separately, it can lead to a breakdown in communication, which ultimately hurts both sales and marketing. Companies that have marketing and sales teams working in alignment achieve 36% higher customer retention .
Incorporating marketing automation features into your existing CRM software, for example, gives your marketing team access to information about your sales pipeline so they can create content that attracts the right leads in line with sales priorities.
Implementing the right CRM and marketing automation tool can dramatically change your capabilities and results. Creating more effective campaigns, better targeting, and gathering information that can serve both marketing and sales is a situation from which your entire company can only benefit.
If your company is already well-adapted to a CRM tool, here are several ways to bolivia phone number data benefit from marketing automation integration:
Leads are slipping through the cracks – if you find that you don't have a structured way for marketing to communicate information about sales leads, you may want to consider deploying marketing automation to your CRM so that sales conversations can be better followed up.
Reporting is slow – Administration and preparation of all kinds of reports is becoming a big time hog for marketers. If these are repetitive tasks like regular reports, automation can take care of creating these documents directly from the data in the CRM. More advanced CRM systems can handle reporting in many different forms and also offer the creation of custom reports from BI experts .
CRM along with marketing automation
Marketing and sales often exist under the same roof, but also as separate organizations. CRM tools are commonly used by a wide range of sales professionals because these tools often offer features that streamline processes and create better synergy between these teams.
When marketing and sales information are stored separately, it can lead to a breakdown in communication, which ultimately hurts both sales and marketing. Companies that have marketing and sales teams working in alignment achieve 36% higher customer retention .
Incorporating marketing automation features into your existing CRM software, for example, gives your marketing team access to information about your sales pipeline so they can create content that attracts the right leads in line with sales priorities.
Implementing the right CRM and marketing automation tool can dramatically change your capabilities and results. Creating more effective campaigns, better targeting, and gathering information that can serve both marketing and sales is a situation from which your entire company can only benefit.